Farther Finance Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
6,908
+3,660
| +113% | +$136K | 0.01% | 1261 |
|
|
2025
Q1 | $128K | Buy |
3,248
+2,234
| +220% | +$88.4K | ﹤0.01% | 1418 |
|
|
2024
Q4 | $36.8K | Sell |
1,014
-135
| -12% | -$4.9K | ﹤0.01% | 1806 |
|
|
2024
Q3 | $44.3K | Buy |
1,149
+515
| +81% | +$19.9K | ﹤0.01% | 1715 |
|
|
2024
Q2 | $23.5K | Buy |
634
+230
| +57% | +$8.53K | ﹤0.01% | 1730 |
|
|
2024
Q1 | $14.9K | Sell |
404
-24
| -6% | -$882 | ﹤0.01% | 1594 |
|
|
2023
Q4 | $16K | Buy |
428
+356
| +494% | +$13.3K | ﹤0.01% | 1407 |
|
|
2023
Q3 | $2.47K | Buy |
72
+53
| +279% | +$1.82K | ﹤0.01% | 1775 |
|
|
2023
Q2 | $758 | Sell |
19
-37
| -66% | -$1.48K | ﹤0.01% | 2044 |
|
|
2023
Q1 | $2.44K | Buy |
56
+44
| +367% | +$1.92K | ﹤0.01% | 1567 |
|
|
2022
Q4 | $573 | Buy |
+12
| New | +$573 | ﹤0.01% | 1807 |
|